Welcome to Vick & Associates
The driving force of Vick & Associates is Dave Vick, 2013 SMA Advisor of the Year Finalist, creator of the ABC Planning Process and author of Bat-Socks, Vegas, and Conservative Investing.
Dave Vick is the founder and president of Vick & Associates, one of the newest - and arguably most producer-friendly - FMOs in the country. After many years in pastoral ministry, Dave began his financial services career in 1992, becoming an immensely successful planner and top producer. Dave later joined a Chicago-based FMO as their national sales manager and field mentor before launching his own FMO in 2013.
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Tip Of The Week
Tips of the Week are 3-5 minute videos on subjects that will help you increase productivity each week. From closing to the ABC model to setting right expectations for clients and more, V&A is here to help you each week with tips you can use immediately, all given by a 20-year top producer and SMA Advisor of the Year finalist, Dave Vick.